1. It is planned to invest 1 billion yuan! The first production line of gallium arsenide microwave chips in China will be put into operation early next year;
Abstract: Beijing Shuangyi Microelectronics Technology Co., Ltd. plans to invest 1 billion yuan to build the only advanced process technology production line with large-scale mass production capacity in the Yizhuang Economic and Technological Development Zone in Beijing, and conduct GaAs microwave integrated circuits (GaAs MMIC). The foundry service of the chip, the project is expected to be put into production in early 2019, with a monthly capacity of 20,000.
According to the Beijing Business Daily, Beijing Shuangyi Microelectronics Technology Co., Ltd. (hereinafter referred to as 'Shuangyi Microelectronics') plans to invest 1 billion yuan in the Yizhuang Economic and Technological Development Zone in Beijing (hereinafter referred to as 'Development Zone') Construction of the only advanced process technology production line with large-scale mass production capacity in the country, and the foundry service of GaAs MMIC chip. The project is expected to be put into operation in early 2019.
According to the relevant person in charge of Shuangyi Microelectronics Co., after the project is completed, the 6-inch GaAs MMIC chip foundry will have a capacity of 20,000 pieces per month.
Since the mid-1990s, GaAs MMIC has become an indispensable IC component in the wireless communications industry, and has basically replaced low-performance silicon-based integrated circuits in the RF and microwave fields. Because of the process of manufacturing GaAs devices over silicon There are many difficulties in the device. So far, there is still no mature company in China that can produce gallium arsenide MMIC chips. The gallium arsenide MMIC chips required by mobile phone manufacturers all rely on imports, which has caused huge losses to China's semiconductor industry and communication industry. Hidden dangers. It is reported that the ultimate goal of the project is to become the world's leading supplier of microwave integrated circuits (MMIC), to meet the urgent demand for gallium arsenide MMIC chips in the domestic market, to reverse the disadvantage of domestic GaAs MMIC chips completely dependent on imports. situation.
Beijing Shuangyi Microelectronics Technology Co., Ltd. is a technology startup company that develops new solutions for the challenges encountered in the 5G and IoT millimeter wave market, providing high performance RF components. Dual instrument microelectronic gallium arsenide The monolithic microwave integrated circuit R&D and industrialization project will lease part of the workshops and sites of Beijing Yandong Microelectronics Technology Co., Ltd., and will be built into the only advanced technology production line with large-scale mass production capacity in the country through MDF. Foundry service.
Shuangyi Microelectronics Gallium Arsenide Monolithic Microwave Integrated Circuit R&D and Industrialization Project settled in the development zone and leased the Yandong Microelectronics Plant, indicating that the concentration effect of the integrated circuit industry in Yizhuang Development Zone is strengthening. Today, Beijing Yizhuang Development Zone has gathered and integrated. There are nearly 100 upstream and downstream enterprises in the circuit. It is estimated that by 2020, the IC industry in the development zone can realize an annual industrial output value of 50 billion yuan, a profit of 16 billion yuan and a tax revenue of 1.6 billion yuan.
2. Domestic analog chips are coming, and Dior Microelectronics completes the C round of financing;
Abstract: Recently, the analog chip company Dior Microelectronics announced the completion of the C round of financing. At present, the demand for analog chips in the Chinese market is very strong. At present, domestic governments at all levels are strongly supportive of the integrated circuit industry, so the Chinese analog chip industry has a large Development opportunities.
Set micro-network news (text / Aki), a few days ago, analog chip company Dior Microelectronics announced the completion of the C round of financing, led by Wo Yan Capital.
Cheng Yan, founding partner of Wo Yan Capital, said that the market size of global analog chips in 2017 was about 54.5 billion US dollars. However, compared with TI, Infineon, Anson and other international analog IC giants, China's analog IC industry is still relatively weak. The self-sufficiency rate of domestic chips is less than 10%.
However, the demand for analog chips in the Chinese market is very strong. Nearly half of the world's analog chips are sold in China. Coupled with the current domestic governments at all levels, the Chinese analog chip industry has great opportunities for development.
It is understood that Dior Microelectronics Co., Ltd. specializes in providing high performance analog and mixed signal semiconductor solutions for the consumer electronics, medical electronics, and industrial electronics markets.
Its core products include: LED lighting IC chip, USB2.0/3.0 product IC chip, ultra low power and low noise amplifier IC chip, high efficiency power management IC chip and IC chip used in various analog audio/video.
Dior Microelectronics has R&D, sales and support centers in Asia, such as Shenzhen, Shanghai, Chengdu, Beijing, Nantong and Hong Kong. Its excellent analog and mixed-signal IC R&D team has gained international recognition.
Founder Qi Jianhong said that the analog chip development cycle is long, and the capital alone cannot give birth to a world-class analog company. The acceptance of Wo Yan Capital as a strategic investor of the company is also looking forward to the future of Dior's future in the capital market. Wo Yan can provide more value-added services to Dior Micro by understanding China's capital market.
On the team, the company's core management team is from Fairchild Semiconductor. The chairman of the board, Qi Jianhong, graduated from the State University of New York with a degree in electrical engineering. He worked in Fairchild Semiconductor for nearly ten years. The design, definition, application, technology, market and business management of chip products, before the resignation, is the general manager of Fairchild Semiconductor's Asia Pacific signal chain product line, and also serves as the global switch product line director. He has rich experience in product development and enterprise operation. And international vision. (Proofreading / Spring and Summer)
3. North Huachuang: Net profit in the first half of the year increased by 125% year-on-year. Semiconductor equipment revenue increased by 38%;
North Huachuang announced on the evening of July 27 that the total operating income in the first half of the year was 1.395 billion yuan, a year-on-year increase of 33.44%. The growth was mainly due to the increase in sales revenue of electronic process equipment compared with the same period of last year. Among them, the main business income of semiconductor equipment was 795 million. Yuan, an increase of 37.85% over the same period of the previous year. Net profit of 119 million yuan, an increase of 125.44%, mainly due to the growth of main business income. Securities Times
4. Wuxi Binhu District has gathered more than 40 integrated circuit design companies;
On July 27th, Wuxi Binhu District IC design industry major project signed and 2018 Wuxi Taihu Chuang 'core' summit was held, Wuxi Municipal People's Government and China Information Security Evaluation Center signed a strategic cooperation agreement, Shenwei AI, Zhongke core core Chip, Shenzhen Tianji Communication, GNSS satellite navigation chip and other projects were signed simultaneously. Chi Yu, deputy director of the Provincial Economic and Information Committee, City, District Leader Gao Yaguang, Xu Feng, Chen Xilun, Fan School Army attended the event.
The theme of the summit was 'Open Integration·Innovative Development', guided by Wuxi Municipal People's Government, sponsored by Wuxi (National) Industrial Design Park Management Committee, Wuxi Liyuan Economic Development Zone Management Committee, Zhongke Core Integrated Circuit Co., Ltd. Wuxi Semiconductor Industry Association co-organized to promote the construction of talents in the integrated circuit industry and realize the rapid and healthy development of the integrated circuit industry. On the same day, Chen Dapeng, deputy director of the Institute of Microelectronics, Chinese Academy of Sciences, Changjiang Scholar Zeng Wei and many other speakers on integrated circuits Development trends, challenges and opportunities in integrated circuit design automation based on machine learning, brain-like chip research in emerging application fields, building high-performance in-vehicle computing platforms and other content with hundreds of scholars gathered together for the future. The site also hired 16 domestic Well-known scholars and entrepreneurs are experts in integrated circuit consulting in our district.
At the time of sailing, Lingyun was in the middle of the stream. At present, there are more than 40 integrated circuit design related enterprises in Binhu District, including Zhongkexin, Zhuosheng Microelectronics, Huada Guoqi, Ai Ruixin Electronics and other well-known influences. The company has a certain scale. This year, the scale of the integrated circuit industry in the region has grown rapidly. By the end of May, the total output value of 21 integrated circuit enterprises in the region was 1.83 billion yuan, up 30.6% year-on-year; The operating income of the design industry was 1.73 billion yuan, a year-on-year increase of 37.9%. In the first half of the year, the company achieved an output value of 2.203 billion yuan, a year-on-year increase of 37.19%, and the average increase of supermarkets was nearly 21 percentage points. Orange Core Microelectronics, Xinjie Neng, Xu Key enterprises such as Kangwei Electronics have developed rapidly, with year-on-year growth exceeding 50%.
According to reports, Binhu District has systematically constructed a set of support policies with wide coverage and strong efforts. According to industry categories and project investment, the sub-category support is supported. The policy points include: project start-up support, equity investment support, carrier Supporting awards, land awards, corporate contribution awards, personal contribution awards, streamlined and other important links, support for the introduction of entrepreneurial teams, etc. In addition, around new technology and new product development and application, equity financing, financing loans, The establishment of headquarters, mergers and acquisitions, open use of public platforms, participation in development, etc., have also been equipped with corresponding support policies. 'Set up a total scale of not less than 2 billion IC design industry development fund, to recruit, vote, support 'The full range of forms, covering a full range of integrated circuit design companies.' The relevant person in charge of the District Economic and Trade Bureau said that Binhu has always regarded the IC design industry as a key optimization industry to promote the next-generation information technology industry. Push Hands will continue to exert strength in the industry, promote the development and innovation of the IC design industry, optimize upgrade and integration development. (Yu Liwen) Xinhuanet
5. The Industrial Base of the Institute of Integrated Circuit Innovation of the Chinese Academy of Sciences settled in Kunshan High-tech Zone;
On July 22, 2018, the Kunshan Municipal Government cooperated with the Institute of Microelectronics of the Chinese Academy of Sciences and the GCL Group, and invested about 31 billion yuan in the power RF semiconductor industry innovation base. It was officially signed and settled in Kunshan High-tech Zone. The Institute of Integrated Circuit Innovation of the Chinese Academy of Sciences Kunshan Industry The base was unveiled at the same time.
The power RF semiconductor industry innovation base jointly built by the tripartite cooperation is located in the core area of Yangcheng Lake Science and Technology Park, the innovation core area of Kunshan High-tech Zone. The project aims to aggregate the advantageous resources of all parties and jointly establish Kunshan Chuxin Semiconductor Technology Co., Ltd. Power RF Semiconductor Industry Innovation Base, Kunshan Industrial Base, Institute of Integrated Circuit Innovation, Chinese Academy of Sciences, promotes the power semiconductor industry chain, value chain, capital chain integration, and strives to transform from 'low-end manufacturers' to 'product/solution innovators' Promote the cluster development of IC and semiconductor industry in Kunshan High-tech Zone, and accelerate the construction of a modern industrial system with independent innovation and security.
Ding Wenwu, President of National Integrated Circuit Industry Investment Fund Company, Wang Hao, Academician of Chinese Academy of Sciences, Ye Tianchun, Director of Microelectronics Institute of Chinese Academy of Sciences, Secretary of Kunshan Municipal Party Committee, Mayor Du Xiaogang, and Leaders of GCL Group attended the signing ceremony. Jiangsu Science and Technology Department
6. The industrial scale accounts for more than 70% of the country's Yangtze River Economic Belt to build integrated circuit clusters
The scale of the integrated circuit industry in nine provinces (cities) in the Yangtze River Economic Belt has accounted for more than 70% of the country's total, and IC design, manufacturing, such as Huawei Hisilicon, SMIC, Huahong Semiconductor, Changjiang Electronics, and Microelectronics have emerged. Leading enterprises such as testing and testing, equipment and other links. Industry insiders pointed out that capital is not the biggest pain point in the development of integrated circuit industry. It is more important to follow the rules of the market and form a positive cycle of enterprise development.
Recent research interviews have found that the domestic integrated circuit industry has formed industrial agglomeration characteristics. The IC industry in the nine provinces (cities) of the Yangtze River Economic Zone accounts for more than 70% of the country's total, and such as Huawei Hisilicon, SMIC, Huahong Semiconductor , Changjiang Electronics Technology (17.07 -0.12%, diagnostic stock), Micro-Semiconductor and other integrated circuit design, manufacturing, packaging and testing, equipment and other links leading enterprises. Industry insiders pointed out that funds are not the biggest pain point in the development of the integrated circuit industry, The law of the market, the formation of a positive cycle of enterprise development will be more important.
Regional agglomeration characteristics are obvious
Han Xiaomin, general manager of CCID Consulting's integrated circuit business unit, told China Securities Journal that the total revenue of the integrated circuit industry in the nine provinces (cities) of the Yangtze River Economic Zone in 2017 was about 394.33 billion yuan, accounting for the national IC industry revenue scale of 5411.3. 72.87% of the billion.
The Yangtze River Delta region (Shanghai, Jiangsu, Zhejiang, Anhui) The IC industry is the most solid, the most advanced technology, occupying half of the country's industrial scale.
The scale of the integrated circuit industry in Jiangsu Province won the top spot in the Yangtze River Economic Belt. In 2017, the IC industry in Jiangsu Province achieved revenue of 168.768 billion yuan, a year-on-year increase of 17.82%. Among them, the chip design field revenue was 19.466 billion yuan, an increase of 21.96. %; chip manufacturing revenue of 24.591 billion yuan, an increase of 13.78%; packaging test field revenue of 87.816 billion yuan, an increase of 22.08%; equipment materials field revenue 368.95%, an increase of 349.36%.
In addition to the overall scale, Jiangsu Province's corporate performance highlights frequently. For example, Changjiang Electronics Technology has become the world leader in integrated circuit packaging testing through endogenous epitaxy.
The data shows that Shanghai's integrated circuit industry is second only to Jiangsu Province, but it has a core position in the Yangtze River Delta integrated circuit industry cluster. Jiang Shourai, Secretary General of Shanghai IC Industry Association, Shanghai in transportation, talent, capital, industrial environment Advantages in other areas, the development of the integrated circuit industry is early, advanced technology.
In 2017, Shanghai's IC industry achieved revenue of 118 billion yuan, a year-on-year increase of more than 12%. The industrial structure is more optimized, and the design, manufacturing, and equipment materials are basically formed.
Jiang Shoulei said that in terms of chip design, there are more than 200 chip design companies in Shanghai, with sales of 43.7 billion yuan in 2017. Among them, Huawei HiSili's chip design and sales are in the forefront of the international market, and Shanghai Zhaoxin's domestic CPUs have stable feedback. Zhan Rui's 5G chip is progressing smoothly. It is expected to realize 5G chip commercialization in 2019. In terms of chip manufacturing, Shanghai's corporate sales reached 28 billion yuan, and the industry boom is quite high. Recently, Huahong and SMIC products are in short supply; SMIC 14nm advanced technology to achieve breakthrough. In terms of materials, Shanghai's new half-size large silicon wafer (test piece) achieved sales, initially breaking import dependence. In terms of equipment, China Micro-Semiconductor's MOCVD equipment entered scale industrialization and entered TSMC 7nm process equipment. Business purchase list.
Chip manufacturing drives industry linkage
From the earliest Wuxi Huajing, Shaoxing Huayue and later Shanghai Huahong, and now to the Shanghai IC Industry Association, Jiang Shoulei has not left the field of integrated circuits, and witnessed the rise and fall of the integrated circuit industry in the Yangtze River Delta for decades. .
Jiang Shoulei told the China Securities Journal that the foundation for the development of the Yangtze River Delta integrated circuit industry should start from the Shanghai Huahong '909 Project 20 years ago.
The '909 Project' is the key project for the development of the microelectronics industry in the ninth five-year plan, including the construction of an 8-inch, 0.5-micron technology start-up, processing 20,000 pieces of VLSI production lines per month. Shanghai Huahong Group has undertaken this One item.
'At that time, the policy layer recognized the gap in the domestic integrated circuit industry and clarified the importance of developing the integrated circuit industry. At that time, the high-level instructions were, 'Even if you sell iron, you have to get the semiconductor industry up.'" Jiang Shoulei said, ' '909 The project 'special event special commission, special allocation. '909' single project investment, more than the total investment in all microelectronic projects in the country since the founding of the country. '
The investment is huge and urgent. The project was selected in Shanghai Pudong with good financial foundation and industrial base. The Shanghai Huahong Group, which carries the '909 Project, was prepared in 1996, put into production in 1999, and achieved profitability in 2000.
Jiang Shoulei pointed out that the success of Hua Hong's 8-inch wafer project has brought about industrial agglomeration effect. In 2000, Zhang Yujing came to Shanghai to establish SMIC, and in 2003, Grace Semiconductor was established (in 2011, he merged with Hua Hong). Manufacturing companies have landed, attracting hundreds of chip design companies for Shanghai. Subsequently, the production lines and design companies of these manufacturing companies began to spread to the adjacent areas, gradually forming a pattern of the Yangtze River Delta integrated circuit industry.
Qi Shijing, co-president of Ziguang Group, told the China Securities Journal that the IC industry chain is long and very complicated. From the perspective of industrial linkage, 'manufacturing' is the development center of the entire industry chain. 'Supreme service production design enterprises, the next raw materials And equipment companies. This is also the most important part of the national big fund investment. '
Shen Weiguo, chairman of Shanghai IC Industry Investment Fund Management Co., Ltd., previously said that the industrial chain linkage in the Yangtze River Delta region has gradually formed. For example, SMIC has participated in the long-term technology, which has deepened the business cooperation between wafer fabrication and packaging and testing; Hua Hong Group Cooperate with Wuxi local government to jointly invest 10 billion US dollars to build several 12-inch production lines, which will become the fourth manufacturing base of Huahong Group following Jinqiao, Zhangjiang and Kangqiao; SMIC cooperates with Zhejiang Ningbo and Shaoxing to build 8-inch features. Process fab; Huada Semiconductor participates in Shanghai Advanced Semiconductor, extending from design to manufacturing, aiming to build analog and power device IDM enterprises for industrial control and automotive electronics market; Hikvision (34.86 -1.39%, diagnostic stock) investment rich Yan Wei (135.50 -0.08%, consultation stock) is the cooperation between terminal and chip in the vertical field. Fu Weiwei has the opportunity to rely on Haikang's big platform to usher in business development.
The vertical cooperation and horizontal integration of the industrial chain are the inherent laws and development trends of the development of the integrated circuit industry. Yan Shijing said that the integrated circuit industry emphasizes economies of scale, and concentrates on apportioning R&D expenses, talent pooling, and achieving economies of scale.
Industry development should follow the law
After the success of Hua Hong's 8-inch wafer project, it was impossible to win the battle. This made Jiang Shoulei stunned. 'If the 12-inch production line did not abort in 2005, China's IC manufacturing industry is not the current level. At that time, everything was ready. Funding this ring. '
Nowadays, 'funding' is no longer the biggest pain point in the development of the integrated circuit industry. The first phase of the National Fund has exceeded 130 billion yuan, and the second phase of fundraising has been basically completed, with a scale of 150 billion yuan to 200 billion yuan. Funds have been set up to support the development of the integrated circuit industry. For example, Shanghai has established a total of 50 billion yuan of design mergers and acquisitions, equipment materials and manufacturing funds. Nanjing City, near the "Implementation Plan for Building Integrated Circuit Industry Landmarks", set a total scale of 200 The billion-dollar Nanjing IC industry investment fund and supporting policies. Hangzhou issued the "Special Policy to Further Encourage the Development of the Integrated Circuit Industry."
Regarding the enthusiasm for the development of integrated circuits in various places, some insiders worry that the industry will go to overcapacity and vicious competition. 'There are places where people dig each other, making the cost of talent even higher than overseas. Some enterprises have been able to accumulate talent teams for so many years. Being dug up to the east, 'Shi Shijing told the China Securities Journal.
Han Xiaomin, general manager of CCID Consulting's integrated circuit business unit, said that overcapacity will naturally be eliminated in the market competition. The high-level investment in the integrated circuit industry may cause a great waste of resources.
Yan Shijing believes that industrial development should follow market rules and industrial laws. 'Many people are not very calm, regardless of the conditions they feel they can do. Therefore, the policy needs a certain degree of guidance and control.'
From the perspective of enterprise development, the above-mentioned interviewees all said that after solving the "funds" pain point, it is necessary to follow the market rules, relying on their own technology accumulation, and forming their own ability to recycle blood is the long-term development.
In the middle reaches of the Yangtze River Economic Belt, Wuhan, Hubei, the storage base of the Ziguang Group, the Yangtze River Storage No. 1 new plant is in hot construction. The plant was capped in September last year, and the lithography equipment has also been commissioned. After completion, it will have a global single area. The largest chip production workshop, equivalent to 10 standard football fields.
The total investment of the Yangtze River storage amounted to 24 billion US dollars. According to the plan, the Yangtze River storage will realize the mass production of 32-layer 3D NAND products during the year; the mass production of 64-layer products will be realized in 2019. This will realize the domestic zero breakthrough of 3D NAND memory products.
Yan Shijing said that in the future, Ziguang Group will reproduce a storage plant of the Yangtze River storage scale in Chengdu and Nanjing in the Yangtze River Economic Belt. At the beginning of the establishment of Changjiang Storage, it considered how to strengthen its self-development capabilities. 'The Big Fund is a shareholder of Changjiang Storage. However, the big fund has an exit request, and we have a performance commitment to the big fund.
Gao Qiquan, chairman of the Yangtze River Storage Executive, told reporters that Changjiang Storage had produced 32-layer 3D NAND product samples last year and also had mass production capacity. However, '32 layer is not the current mainstream market, we don’t want tens of thousands of monthly products. The number of films, but hope that enterprises can stand firm in the market competition.'
The 64-layer 3D NAND products still in the research and development stage are the most important for the development of Yangtze River storage. According to Gao Qiquan, the Yangtze River has sufficient patent accumulation in 64-layer products, and the technology is progressing smoothly. 'I hope that the Yangtze River storage capacity will be 2023. In the future, we will have a 20% share of the global market. In the future, we will have a research and development cost of 1 billion US dollars per year. This means that the income of 10 billion US dollars is enough to support more than 3,000 R&D personnel to carry out work, achieve technological upgrading and increase gross profit margin, forming a positive cycle. ' China Securities Journal